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JetBlue
JBLU

Overview Fund Activity

278 hedge funds and large institutions have $3.41B invested in JetBlue in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 103 increasing their positions, 98 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-17
Holders Change %
-5.76%
% of All Funds
8%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.17%
New
43
Increased
103
Reduced
98
Closed
59
Calls
$35M
Puts
$41.6M
Net Calls
-$6.6M
Net Calls Change
-$26.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$324M
2
CCP
Cyrus Capital Partners
New York
$130M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$70.2M
4
OM
Ospraie Management
New York
$41.2M
5
LSV Asset Management
LSV Asset Management
Illinois
$30.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$78.4M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$5.35M
4
DSC
Donald Smith & Co
New York
$203M
5
SFM
Systematic Financial Management
New Jersey
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
251
Aperio Group
California
$129K +$2.21K +203 +2%
NES
252
New England Securities
New York
$120K +$10.8K +1,000 +10%
DCLA
253
Douglas C. Lane & Associates
New York
$110K -$107K -9,850 -49%
William Blair & Company
254
William Blair & Company
Illinois
$109K – – –
SRC
255
Shufro Rose & Co
New York
$109K – – –
HDIM
256
Hanson & Doremus Investment Management
Vermont
$87K -$23.1K -2,250 -21%
AAM
257
Advisors Asset Management
Colorado
$74K +$2.17K +200 +3%
BRWA
258
B. Riley Wealth Advisors
Florida
$63.5K +$63.5K +5,850 New
FNYS
259
First New York Securities
New York
$59.7K +$59.7K +5,500 New
PCM
260
Prelude Capital Management
New York
$38K -$288K -26,500 -88%
OIA
261
Optimum Investment Advisors
Illinois
$33K – – –
BFEC
262
Benjamin F. Edwards & Company
Missouri
$28K +$28K +2,600 New
WCBA
263
Weaver C. Barksdale & Associates
Tennessee
$25K -$4.21K -383 -14%
CG
264
Colony Group
Massachusetts
$22K +$21.9K +2,000 +40,000%
WEC
265
Winslow Evans & Crocker
Massachusetts
$21.7K – – –
TDC
266
Thompson Davis & Co
Virginia
$16K +$1.1K +100 +7%
Envestnet Asset Management
267
Envestnet Asset Management
Illinois
$14K +$12.5K +1,145 +861%
MFS
268
MSI Financial Services
Massachusetts
$11K +$5.37K +500 +95%
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$10K – – –
PIA
270
Piedmont Investment Advisors
North Carolina
$7.8K -$1.13K -104 -13%
LTFS
271
Ladenburg Thalmann Financial Services
Florida
$5K -$25K -2,500 -83%
MSFP
272
Mark Sheptoff Financial Planning
Connecticut
$5K +$5K +500 New
WAS
273
Winch Advisory Services
Wisconsin
$4K – – –
PTC
274
Private Trust Company
Ohio
$4K +$640 +55 +19%
PSUF
275
People's United Financial
Connecticut
$3K – – –
9 10
11
12 13